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Market Commentary

Fiscal Year-End and Mid-Year 2020 Market and Investment Review

Posted by Mark J.P. Anson on Jul 15, 2020

Topic: Market Commentary

As we enter the new fiscal year, and Commonfund’s 50th year of operations, we leave behind what will likely be remembered as one of the most challenging...

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Commonfund Xchange: Cultural Institutions and the COVID-19 Crisis

Posted by Commonfund on Jul 13, 2020

Topic: COVID-19 | Industry Knowledge | Investment Strategy | Market Commentary

In this webcast replay, recognized investment and finance experts from leading organizations shared their experience and insights . . .

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Chart of the Month | Markets are Running Ahead of Economic Reality

Posted by Ivo C. Nenin on Jul 7, 2020

Topic: Market Commentary

When investors open their second quarter investment reports, many will be shocked by the magnitude of stock market gains in the second quarter.This month’s chart shows the disconnect between the speed of the recovery in the S&P 500, which has rebounded 39.3 percent from the lows on March 23, and economic conditions that are recovering at much slower pace.

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Chart of the Month | Measuring Social Distancing with Mobility Trends

Posted by Ivo C. Nenin on Jun 4, 2020

Topic: COVID-19 | Market Commentary

We continue to monitor the level of social distancing as an indicator for business activity and improvement in consumer sentiment.

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When Will this Crisis End? 3 Keys to Recovery

Posted by Mark J.P. Anson on May 27, 2020

Topic: COVID-19 | Market Commentary

When will this crisis end? Three key issues fiduciaries should keep in mind concerning COVID-19 and this pandemic recession and recovery. The path and trajectory of COVID-19, fiscal and monetary policy, and ...

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Chart of the Month | The Fed Rides to the Rescue

Posted by Ivo C. Nenin, Ryan Driscoll on May 5, 2020

Topic: COVID-19 | Market Commentary

The Federal Reserve is determined to support the economy and the normal functioning of capital markets during the COVID-19 pandemic. As of April 29th, the total asset size of the Fed’s balance sheet reached $6.66 trillion dollars, almost doubling from $3.76 trillion at the end of August last year. As the Fed moves from restoring liquidity to stimulating economic activity, the Fed balance sheet is expected to continue to grow while effective interest rates remain at or close to zero.

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An Insider’s Guide to the Chinese Economy

Posted by Commonfund on Apr 22, 2020

Topic: COVID-19 | Industry Knowledge | Market Commentary

Commonfund CEO and CIO, Mark Anson, hosted Leland Miller, CEO of China Beige Book. Mr. Miller shared his proprietary research and insights . . .

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Video: CARES Act | Implications and Opportunities for Nonprofits

Posted by Commonfund on Apr 9, 2020

Topic: COVID-19 | Industry Knowledge | Investment Strategy | Market Commentary

Watch the webcast replay to learn more about what the CARES Act means for nonprofits and considerations for your institutions . . .

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Higher Ed in the Age of COVID-19

Posted by Commonfund on Apr 6, 2020

Topic: COVID-19 | Industry Knowledge | Market Commentary

Commonfund convenes an expert panel to take on the short- and intermediate-term threats that higher education confronts in the face of a national . . .

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Chart of the Month | The Dangers of Timing a Bear Market

Posted by Ivo C. Nenin on Apr 2, 2020

Topic: COVID-19 | Market Commentary

It has been well documented that trying to avoid market downturns by selling out of stocks and moving to cash can be damaging to long-term portfolio . . .

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